Financial advisor jobs in East Meadow, NYCreate job alerts

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners. Morgan Chase, we have an...

Series 7 is Mandatory and Life & Health license and Series 24 preferred BA/ BS- Accounting & Finance Preferred Minimum 1-3 years' experience in a compliance role or as a Financial Advisor Thorough ...

World Insurance Associates ("World") is a unique financial services organization with a global ... Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client ...

Direct 100 percent of closed deals to the finance and insurance manager, providing complete and accurate paperwork. * Write comprehensive sales orders and process paperwork in line with established ...

... advisor to define and implement technology strategies that focus on forward-looking, problem solving, and innovation aligned with the organization's operational, strategic and financial objectives ...

Advise on multi-state taxation, trust planning, and charitable giving to optimize client financial outcomes. * Provide strategic insights and proactive advice tailored to the unique needs of clients ...

Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor, your focus is to ... Employee Assistance Program (mental health counseling and legal/financial advice) * Resources for ...

Prepare and analyze financial statements and evaluate internal controls * Assist with the ... UHY Advisors provides tax and consulting services, to a variety of business sectors. Reach out to ...

Oversee and review financial statements and evaluate internal controls * Assist with the ... UHY Advisors provides tax and consulting services, to a variety of business sectors. Reach out to ...

Travel to locations within the market as advised by the Operations leader and based on business ... And more! Asurion offers a wide range of perks and benefits for mental, physical and financial ...

... Advise the Executive Leadership Team (ELT) with actionable cost data insights. • Prepare data to ... Finance or Accounting. • At least 3 years of relevant experience in cost accounting. • ...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and pr...

Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.

The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering perso...

Student Services Center Advisor (Financial Aid, Registration, Student Accounts). Student Services Center Advisor (Financial Aid, Registration, Student Accounts). Serve as one-stop advisor for students and families concerning financial aid, billing and registration.

A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client’s short- and long-term goals, then construct a tailored financial plan that meets the client’s goals.

Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential. Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person's individual fin...

The Director, Financial Planner/ Wealth Advisor will support the Senior Managing Director of Financial Planning in providing comprehensive, sophisticated, fee-based financial planning analyses and recommendations to the clients of Webster Private Bank. Update financial plans to reflect changes in...

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their sho...

Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies.We guarantee 15-25 hours per week with an hourly pay of between $25 / hr.There is no payment required in order to apply or to work as an In-Home Usage Tester.Y...

As a Territory Sales Representative with bproauto, you will be responsible for growing the sales, penetration, and loyalty of bproauto parts within dealerships and wholesale accounts in your assigned territory.Responsibilities include the following:.Increase sales, loyalty, and utilization of bpr...

Manage the financial close process, including the preparation and analysis of financial statements and reports. The successful candidate will be responsible for overseeing all financial, accounting, and reporting activities at the plant level. Prepare and present financial reports and analyses to...